Additional Publications
- “Probate planning and joint ownership, part two” – Law360 Canada (December 4, 2023)
- “Probate planning and joint ownership, part one” – Law360 Canada (December 1, 2023)
- “Probate Tax and Probate Planning in Ontario” – For Cidel Asset Management’s Wealth Matters blog (June 2023)
- “Revocation of Beneficiary Designations by Will and the Case of Alger v Crumb” – OBA Trusts and Estates Law Section Insider (May 2, 2023)
- “Interpreting In Equal Shares Per Stirpes: The Case of Jonas v Jonas” – OBA Trusts and Estates Law Section Insider (March 4, 2023)
- “Due Execution of Wills and the case of Bayford v Boese” (March 3, 2022)
- “Capacity to Marry: The Case of Tanti v Tanti et al.” (July 3, 2021)
- “Dealing With Canada – Challenges And Opportunities For Global Wealth And Tax Planners” (May 12, 2021)
- “Reform on the horizon in Ontario Estates law” (February 2021)
- “Turning our minds to estate planning and the importance of maintaining an up-to-date estate plan” (March 2020)
- “A recent example of the importance of proper will planning” (February 2020)
- “Over-Involved Adult Children Run the Risk of Invalidating a Parent’s Will or Power of Attorney: The Case of Graham v Graham“ (September 2019)
- Co-author, “The Importance of Considering Intellectual Property During the Estate Planning and Estate Administration Process: A Primer”, Taxes & Wealth Management, Issue 12-2, June 2019
- “Daniel Estate (Re): A ‘Good News’ Story'” (May 2019)
- Co-author, Chapter 11 “Income Splitting, The Tax on Split Income (“TOSI”) and the Attribution Rules” in Miller Thomson on Estate Planning, (Thomson Reuters Looseleaf), 2018
- “Donating Wine and Determining Fair Market Value”, Taxes and Wealth Management, Issue 11-3, October 2018
- Co-Author, “The Administration of Testamentary Trusts – Selected Issues and Considerations for Trustees”, Paper prepared for Law Society of Ontario Administration of Trusts and Estates Seminar, September 21, 2018
- “Surviving Spouse Granted Extension of Time to Decide Whether to Make Spousal Election” (June 2018)
- The Importance Of Asking “What if” During The Estate Planning Process – Common Disaster Clauses, Mondaq, August 1, 2017
- December 2016 Amendments To The Business Corporations Act (Ontario) – Part 2, Mondaq, July 27, 2017
- The Importance Of Your Power Of Attorney For Personal Care, Mondaq, July 26, 2017
- Post-Humous Conception And Estates Law – Who Are Your Descendants?, Mondaq, July 26, 2017